Client Services & Administrative Coordinator
Job in
San Rafael, Marin County, California, 94911, USA
Listed on 2026-08-26
Listing for:
Aon
Full Time
position Listed on 2026-08-26
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Clerical, Admin Assistant, Administrative Management
Job Description & How to Apply Below
Wealthspire Advisors LLC is seeking an Office Coordinator to join the client service team at our San Rafael, CA office. The role focuses on administrative support for Advisors, calendar management, and office operations to maintain a smooth, professional environment.
Responsibilities include greeting clients, answering calls, organizing meetings, coordinating facilities, and supporting CRM and document workflows. A Bachelor’s degree is preferred with at least two years of relevant experience.
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